Purchases and Sales Made in Q4 2021 in Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF) during Q4 2021. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 5 YR TARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
813KNew |
$22.6M - $23M
|
813K
$19M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
482K+ 793.59% |
$13.4M - $13.7M
|
542K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
433K+ 948.81% |
$12M - $12.3M
|
478K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
257KNew |
$7.14M - $7.3M
|
257K
$6.03M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
229KNew |
$6.36M - $6.5M
|
229K
$5.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 111.67% |
$5.43M - $5.55M
|
371K
$8.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
147K+ 20.64% |
$4.08M - $4.17M
|
859K
$20.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70.1K+ 0.8% |
$1.95M - $1.99M
|
8.85M
$207M
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
47.7K+ 34.2% |
$1.32M - $1.35M
|
187K
$4.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
38.9K+ 5.03% |
$1.08M - $1.1M
|
813K
$19M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.4KNew |
$899K - $918K
|
32.4K
$758K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
31.2K+ 11.41% |
$866K - $885K
|
305K
$7.13M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27K+ 3096.22% |
$749K - $766K
|
27.9K
$653K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
22.6K+ 12.1% |
$628K - $641K
|
209K
$4.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4KNew |
$623K - $637K
|
22.4K
$526K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
18.8K+ 19.15% |
$522K - $533K
|
117K
$2.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
17.1K+ 3.74% |
$475K - $485K
|
475K
$11.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
16.5K+ 5.34% |
$458K - $468K
|
325K
$7.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
15.5K+ 35.26% |
$430K - $439K
|
59.4K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.3K+ 40.28% |
$425K - $434K
|
53.3K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$335K - $343K
|
12.1K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.8K+ 2.27% |
$328K - $335K
|
532K
$12.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
10.1KNew |
$281K - $287K
|
10.1K
$237K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.75KNew |
$243K - $248K
|
8.75K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.71K+ 115.8% |
$242K - $247K
|
16.2K
$380K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
8.42K+ 9.99% |
$234K - $239K
|
92.8K
$2.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.2KNew |
$228K - $233K
|
8.2K
$192K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46KNew |
$207K - $212K
|
7.46K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
6.89K+ 11.51% |
$191K - $195K
|
66.7K
$1.56M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.7K+ 81.72% |
$186K - $190K
|
14.9K
$349K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
4.97K+ 2.89% |
$138K - $141K
|
177K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.37K+ 1.71% |
$121K - $124K
|
260K
$6.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.35K+ 89.89% |
$121K - $123K
|
9.19K
$215K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2K+ 19.94% |
$55.5K - $56.7K
|
12K
$282K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.93K+ 21.53% |
$53.6K - $54.7K
|
10.9K
$255K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 4.5% |
$32K - $32.7K
|
26.8K
$628K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$27.8K - $28.4K
|
1K
$23.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
885+ 35.67% |
$24.6K - $25.1K
|
3.37K
$78.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
569+ 7.83% |
$15.8K - $16.1K
|
7.83K
$183K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
569+ 6.62% |
$15.8K - $16.1K
|
9.17K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
261+ 0.08% |
$7.25K - $7.4K
|
318K
$7.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
247New |
$6.86K - $7K
|
247
$5.78K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
220+ 2.37% |
$6.11K - $6.24K
|
9.49K
$222K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
134+ 1.17% |
$3.72K - $3.8K
|
11.6K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
96New |
$2.66K - $2.72K
|
96
$2.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 1.13% |
$416 - $425
|
1.34K
$31.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.47% |
$83.3 - $85.1
|
645
$15.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1K- 4.19% |
$27.8K - $28.4K
|
22.9K
$535K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.54KClosed |
$98.1K - $100K
|
0
$0
|